See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,010 | $54,705-83.5% | $71,209-87.3% | $84,808-89.4% |
| Participation rate | 38.6% | 64.1%-25.4pp | 73.8%-35.1pp | 68.3%-29.7pp |
| Annual return | 7.21% | 35.90%-28.7pp | 282.51%-275.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,371 | $2,158-36.5% | $2,721-49.6% | $2,631-47.9% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13 | $4,863-99.7% | $5,349-99.8% | $7,344-99.8% |